ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Portfolio Schedule
 
Notifications
Clear all

Portfolio Schedule

 
Portfolio Management
Last Post by Lowell Herr 4 years ago
3 Posts
2 Users
0 Reactions
1,275 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 752
Topic starter June 12, 2022 2:00 AM  

Scheduled for portfolio reviews this week are:  Gauss, Schrodinger, and Bohr.

Gauss is a Relative Strength portfolio.

Schrodinger is the Robo Advisor portfolio.

Bohr is a Buy and Hold portfolio with an income slant.

I'll likely slip in an update of the Copernicus and post a performance blog.  2022 has not been a kind year for U.S. Equities.

Lowell



   
Quote
Topic Tags
Week activities portfolio reviews
Forum 2
 paul peterson
(@itar80pete)
Active Member
Joined: 4 years ago
Posts: 13
July 3, 2022 9:47 AM  

Where is a description of each portfolio?



   
ReplyQuote
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 752
Topic starter July 3, 2022 4:41 PM  

@itar80pete - Paul, I removed that material over a year ago as I was not keeping it current.  To see the makeup of each portfolio, search the name of the portfolio using the magnifier in the upper right-hand corner of each page.

Lowell



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Portfolios Up For Review (Week of Oct. 13)
    10 months ago
  • Busy Week Coming
    3 years ago
  • Portfolio Reviews
    5 years ago
  • Busy Week
    6 years ago
  • Portfolios Coming Up For Review
    8 years ago
Topic Tags:  Week activities (1) , portfolio reviews (15) ,

Search Blog

Recent Posts

  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Einstein Portfolio Update: 10 August 2026
  • Darwin 2026 Portfolio Review: 7 August 2026
  • Pauling Portfolio Review: 7 August 2026
  • Franklin Portfolio Update: 6 August 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 659 Topics
  • 829 Posts
  • 51 Online
  • 292 Members
Our newest member: Bob
Latest Post: Adding Comments
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.1.4

(Visited 60,114 times, 12,380 visits today)

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Carson Sector BPI Portfolio Update: 12 August 2026 August 12, 2026
  • Einstein Portfolio Update: 10 August 2026 August 10, 2026
  • Darwin 2026 Portfolio Review: 7 August 2026 August 10, 2026
  • Pauling Portfolio Review: 7 August 2026 August 7, 2026
  • Franklin Portfolio Update: 6 August 2026 August 6, 2026
  • Bethe Portfolio Update: 5 August 2026 August 5, 2026
  • Schrodinger Portfolio Update: 4 August 2026 August 4, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Update: 12 August 2026
  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Schrodinger Portfolio Review: 15 May 2026

General Investment News

Portfolios coming up for review.  Einstein, Carson, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Kahneman-Tversky Portfolio Review: 3 February 2023
  • Pauling Portfolio Review: 15 June 2026
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • Bohr Portfolio Review: 7 March 2023
  • Bethe Portfolio Review: 9 April 2026
  • Constructing a “Core” Investment Portfolio: Part 4 – Fixed Allocation Rebalancing or Risk Parity and Volatility Targeting?
  • Millikan Asset Allocation Portfolio Review: 18 February 2025
  • Schrodinger Portfolio Review: 29 January 2026
  • Hawking Portfolio Review: 4 November, 2022
  • Schrodinger Portfolio Update: 2 December 2024
  • Questions To Ask Your Money Manager

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.